+209.1%
INTU vs EWZ
+96.6%
+112.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.7% |
| 7D | -9.2% | +1.1% | -10.3% | -9.5% |
| 30D | -7.0% | +13.5% | -20.5% | -10.5% |
| 3M | +10.5% | +15.2% | -4.7% | +5.5% |
| 6M | -30.6% | +3.7% | -34.3% | -32.0% |
| YTD | -52.3% | +22.5% | -74.9% | -56.0% |
| 1Y | -51.8% | +35.3% | -87.1% | -57.0% |
| 3Y | -41.8% | +50.2% | -92.0% | -50.5% |
| 5Y | -42.8% | +64.6% | -107.4% | -53.9% |
| All | +209.1% | +96.6% | +112.4% | +124.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded EWZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling